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Aspect Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Aspect Partners’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.3M Sell
79,443
-37,737
-32% -$4.4M 3.47% 8
2026
Q1 		$13.6M Buy
117,180
+14,025
+14% +$1.62M 5.57% 5
2025
Q4 		$11.9M Buy
103,155
+1,535
+2% +$176K 5.2% 4
2025
Q3 		$11.6M Buy
101,620
+6,527
+7% +$739K 5.25% 5
2025
Q2 		$10.7M Buy
95,093
+48,660
+105% +$5.45M 5.28% 5
2025
Q1 		$5.18M Buy
46,433
+9,504
+26% +$1.05M 2.96% 10
2024
Q4 		$4.07M Buy
36,929
+772
+2% +$84.6K 2.35% 11
2024
Q3 		$3.94M Buy
36,157
+986
+3% +$107K 2.21% 14
2024
Q2 		$3.79M Sell
35,171
-5,559
-14% -$596K 2.26% 12
2024
Q1 		$4.34M Buy
40,730
+18,274
+81% +$1.93M 3.42% 9
2023
Q4 		$2.36M Buy
+22,456
New +$2.34M 1.52% 14

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Aspect Partners's BOXX Position: Q2 2026 in Review

Aspect Partners reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 32% in Q2 2026, selling an estimated $4.4M and leaving 79,443 shares worth $9.3M. The position accounts for 3.47% of the portfolio, ranked #8.

Aspect Partners first reported a position in BOXX in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q1 2026. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Aspect Partners held 79,443 shares of Alpha Architect 1-3 Month Box ETF worth $9.3M as of Q2 2026.
  • Aspect Partners sold 37,737 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $4.4M.
  • Alpha Architect 1-3 Month Box ETF made up 3.47% of Aspect Partners's portfolio in Q2 2026, its #8 holding.
  • Aspect Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Alpha Architect 1-3 Month Box ETF position peaked at $13.6M in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.